BRUSX Mutual Fund

BRUSX Mutual Fund

NAV$31.95
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Returns Overview

1 Month
-1.40%
3 Months
-5.02%
6 Months
-2.19%
YTD
+4.49%
1 Year
+4.83%
3 Years (annualized)
+18.15%
5 Years (annualized)
+5.80%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CRSP Cap Based Portfolio 10 Index
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+12.21%
vs Peers
-7.72%

BRUSX Mutual Fund Performance

BRUSX performance across multiple time periods: 1-month -1.40%, YTD 4.49%, 1-year 4.83%, 3-year 18.15%, 5-year 5.80%, 10-year 10.75%.

BRUSX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

BRUSX vs another fund shows side-by-side returns. BRUSX alternatives are available in the Mutual Fund Screener.